← You Need a Budget

Create Transaction with You Need a Budget API

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Create Transaction with the You Need a Budget API
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Getting Started

Create a workflow to Create Transaction with the You Need a Budget API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Transaction action
    1. Connect your You Need a Budget account
    2. Select a Budget ID
    3. Select a Account ID
    4. Select a Category ID
    5. Configure Date
    6. Select a Payee
    7. Configure Amount
    8. Optional- Configure Memo
    9. Optional- Configure Cleared
    10. Optional- Configure Approved
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Transaction with You Need a Budget API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + You Need a Budget
 
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Create Transaction with You Need a Budget API on New Message in Channel from Discord Bot API
Discord Bot + You Need a Budget
 
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Create Transaction with You Need a Budget API on New Submission from Typeform API
Typeform + You Need a Budget
 
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Create Transaction with You Need a Budget API on Custom Events from Zoom API
Zoom + You Need a Budget
 
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Create Transaction with You Need a Budget API on New Submission (Instant) from Jotform API
Jotform + You Need a Budget
 
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Details

This is a pre-built, open source component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Transaction on You Need a Budget
Description:Creates a single transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/createTransaction)
Version:0.0.1
Key:you_need_a_budget-create-transaction

Code

import app from "../../you_need_a_budget.app.mjs";

export default {
  key: "you_need_a_budget-create-transaction",
  name: "Create Transaction",
  description: "Creates a single transaction. [See the docs](https://api.youneedabudget.com/v1#/Transactions/createTransaction)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    budgetId: {
      propDefinition: [
        app,
        "budgetId",
      ],
    },
    accountId: {
      propDefinition: [
        app,
        "accountId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    categoryId: {
      propDefinition: [
        app,
        "categoryId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    date: {
      propDefinition: [
        app,
        "date",
      ],
    },
    payee: {
      propDefinition: [
        app,
        "payee",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
    amount: {
      propDefinition: [
        app,
        "amount",
      ],
    },
    memo: {
      type: "string",
      label: "Memo",
      description: "A short description",
      optional: true,
    },
    cleared: {
      type: "boolean",
      label: "Cleared",
      description: "Marking a transaction as cleared means it has posted to your bank account",
      optional: true,
    },
    approved: {
      type: "boolean",
      label: "Approved",
      description: "Approve it directly?",
      optional: true,
    },
  },
  async run({ $ }) {
    try {
      const response = await this.app.createTransaction({
        accountId: this.accountId,
        date: this.date,
        payee: this.payee,
        budgetId: this.budgetId,
        categoryId: this.categoryId.value,
        amount: this.amount,
        memo: this.memo,
        cleared: this.cleared,
        approved: this.approved,
      });
      $.export("$summary", `New transaction created in ${this.categoryId.label}`);
      return response;
    } catch (error) {
      if (error.error) {
        this.app.throwFormattedError(error.error);
      }
      this.app.throwFormattedError(error);
    }
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
You Need a BudgetappappThis component uses the You Need a Budget app.
Budget IDbudgetIdstringSelect a value from the drop down menu.
Account IDaccountIdstringSelect a value from the drop down menu.
Category IDcategoryIdstringSelect a value from the drop down menu.
Datedatestring

E.g. 2021-11-29

PayeepayeestringSelect a value from the drop down menu.
Amountamountstring

E.g. -290.99

Memomemostring

A short description

Clearedclearedboolean

Marking a transaction as cleared means it has posted to your bank account

Approvedapprovedboolean

Approve it directly?

Authentication

You Need a Budget uses OAuth authentication. When you connect your You Need a Budget account, Pipedream will open a popup window where you can sign into You Need a Budget and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any You Need a Budget API.

Pipedream requests the following authorization scopes when you connect your account:

About You Need a Budget

Money doesn’t have to be messy. The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.

More Ways to Use You Need a Budget

Triggers

Category Overspent from the You Need a Budget API

Emit new event when a category budget is overspent

 
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Low Account Balance from the You Need a Budget API

Emit new event when an account balance drops below a certain amount

 
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Low Category Balance from the You Need a Budget API

Emit new event when a category balance drops below a certain amount

 
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New or Updated Transaction from the You Need a Budget API

Emit new event for every new or updated transaction. See the docs

 
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New Spending In Account from the You Need a Budget API

Emit new event for every spending in an account. See the docs

 
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Actions

Update Category Budget with the You Need a Budget API

Update a category budget for a specific month. See the docs

 
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